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Jeffrey Gundlach was born October 30, 1959, in Amherst, New York, [1] to parents Carol and Arthur Gundlach. His father (d. 2013) was a chemist for Pierce and Stevens Chemical Corp. [2] [3] He is a graduate of Dartmouth College where he graduated summa cum laude in math and philosophy in 1981, [4] and attended Yale University for a Ph.D. in mathematics before dropping out.
The original Couch Potato Portfolio strategy included investing half of the investor's assets in a Standard & Poor's 500 Index fund and half in a fund mirroring the Shearson/Lehman Intermediate Bond Index. Burns used the Vanguard 500 Index and Vanguard Total Bond Fund Index. As described by Shauna Croome-Carther in Investopedia: [3]
Vanguard Tax-Exempt Bond Index Fund ETF (VTEB) Vanguard Total Bond Market ETF (BND) ... The fund has an intermediate duration of 6.5 years and a current yield of 3.57%. For investors in a high tax ...
The Bloomberg US Aggregate Bond Index, or the Agg, is a broad base, market capitalization-weighted bond market index representing intermediate term investment grade bonds traded in the United States. Investors frequently use the index as a stand-in for measuring the performance of the US bond market .
Holdings include bonds issued by Bank of America, JPMorgan Chase and Microsoft. SEC yield: 5.29 percent. ... The Fidelity Short-Term Bond Fund aims to produce a high level of current income while ...
In 1976, Dreyfus was among the first fund companies to introduce an incorporated tax-exempt municipal bond fund. [2] [3] In 1994, Dreyfus completed its landmark merger with Mellon Bank Corporation, and became a wholly owned subsidiary of Mellon Financial Corporation. The merger, a milestone in the history of financial services in the United ...
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